8 Credits
Surgent’s Buying and Selling a Business: Critical Tax and Structuring Issues (SSTX219/25)
One of the major transactions CPA clients are faced with is the purchase or disposition of a business. To help tax professionals advise those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a...
2 Credits
Surgent’s Lease Accounting: Exploring the New Standard (SSAA238/25)
With the effective date of Topic 842 now here, now is the time to get your hands around the details of the FASB's new leases standard. Designed for accounting and auditing practitioners at all levels in both public accounting and business and industr...
4 Credits
Surgent’s Construction Contractors: Accounting and Financial Reporting Issues (SSAA181/25)
Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more "dangerous" than most lines of business due to ...
1 Credit
Surgent’s Loss Limitations – A Mechanical Review (SSTX173/25)
Owners of S corporations and partnerships are subject to various limitations on pass-through losses, each with unique rules, applications, and complexities. As many businesses are reporting losses as a result of COVID-19, it is essential for tax prac...
1 Credit
Surgent’s Monthly Accounting and Auditing Update (Original Air Date: 12/28/21) (SSAA249/25)
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, an...
4 Credits
Surgent’s Guide and Update to Compilations, Reviews, and Preparations (SSAA178/25)
Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You w...
2 Credits
Surgent’s A Guide to Auditing Common Investments (SSAA111/25)
Many small- and mid-size entities hold fewer complex investments including alternative investments. This module will provide an overview for evaluating the proper recognition, measurement, and disclosure of common investment types as well as how to a...
4 Credits
Surgent’s Understanding and Testing Control and Compliance in a Single Audit (SSAA287/25)
The control and compliance requirements for single audits differ from the requirements for GAAS audits. As a result, sometimes it's difficult to tell where the auditor's responsibilities start and stop in a single audit. This course is designed to he...
2 Credits
Surgent’s Nuts & Bolts of Cryptocurrency Taxation (SSTX190/25)
Cryptocurrency is heading mainstream. According to a recent study conducted by New York Digital Investment Group, there are 46 million bitcoin holders in the US, and institutions have also shown increased interest in this space. The rising popularity...
8 Credits
Surgent’s Life After Adoption: Applying Topic 606 to Revenue Contracts on an Ongoing Basis (SSAA257/25)
While the effective date of Topic 606 has passed for most entities, there will always be a need for a comprehensive review of the accounting related to revenue recognition. Also, if you are taking advantage of the FASB deferral of Topic 606's effecti...
8 Credits
Surgent’s The Complete Guide to Liquidation of Business Entities (SSTX129/25)
Liquidations may be used as an alternative to the sale of a business or as an adjunct to the sale of business assets. The objective of this course is to fully explore the technical tax and business issues in liquidating C corporations, S corporations...
1 Credit
Surgent’s Monthly Accounting and Auditing Update (Original Air Date: 8/31/21) (SSAA245/25)
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, an...
1 Credit
Surgent’s Business Combinations – U.S. GAAP vs. IFRS (SSAA153/25)
This course provides an overview of the similarities and key differences between the business combination standards issued by the FASB (ASC Topic 805) and the IASB (IFRS 3). While these standards are very similar, as is the case with many areas of U....
2 Credits
Surgent’s Controllership Skills Update: Mergers, Acquisitions, and Alliances (SSAA168/25)
Mergers, acquisitions, and partnering have long been strategic vehicles to grow or change an existing organization. Corporate America has extensive experience in merging with or acquiring firms. However, its track record of being able to unify an acq...
1 Credit
Surgent’s Monthly Accounting Update Series (Original Air Date: 4/27/21) (SSAA241/25)
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, an...
1 Credit
Surgent’s Monthly Accounting and Auditing Update (Original Air Date: 10/26/21) (SSAA247/25)
The one constant in life is change. This is true in the A&A world as well. 2021 will continue to challenge the accounting profession in many areas, including accounting for the impact of the COVID-19 pandemic, working in a virtual environment, an...
1 Credit
Surgent’s Increase Success by Understanding People (SSOT122/25)
As finance professionals we often have dual responsibilities, to use our technical skills and also to exercise our leadership skills to lead a department. But we are often not sufficiently trained in the second, and sometimes most important, skill se...
1 Credit
Surgent’s Max the Tax: Schedule E (SSTX183/25)
You just received an email from Roni, a prospective new client. He owns several properties under the business name Roni's Real Rentals LLC and wants help minimizing rental income and maximizing deductions that offset the rental income. You will inter...
1 Credit
Surgent’s Weekly Expert Hour (Original Air Date: 12/10/20) (SSTX284/25)
As financial and tax professionals well know, information overload is a constant struggle we face because things change quickly, and the sheer number of changes being made on a daily basis is enormous. Of great importance to small and medium tax ...
1 Credit
Surgent’s Business Development: Referral Rally (SSOT106/25)
Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing networking groups to m...
1 Credit
Surgent’s Surging Auditors: Daily Dilemmas (SSET107/25)
Ethics are the hallmark of our profession, and we must be uncompromising in our commitment to acting ethically. However, many ethical dilemmas arise unexpectedly as we perform our daily tasks, and challenge us, as there often appears to be several wa...
2 Credits
Surgent’s Management’s Discussion and Analysis – What You Need to Know (SSAA250/25)
This course provides an overview of the rules and regulations with respect to the management's discussion and analysis (MD&A) section of an entity's consolidated financial statements filed with the U.S. Securities and Exchange Commission (SEC). MD&A...
2 Credits
Surgent’s Understanding and Managing Burnout Among Accounting and Finance Professionals (SSOT110/25)
According to a recent study, over 70% of accounting professionals suffer from burnout, leading to feelings of exhaustion, inefficiency, and dissatisfaction with their careers. Recurring challenges for accounting and finance professionals include long...
4 Credits
Surgent’s Achieving High Levels of Compliance and Customer Service in Your Organization (SSMG104/25)
Probably one of the greatest conflicts in an organization is determining which is more important: compliance or customer service. This program digs deeply into the issue and prepares the finance professional to achieve high levels of compliance and c...
4 Credits
Surgent’s Best Practices in Not-for-Profit Accounting and Reporting (SSAA154/25)
Don't just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-fo...